Lpl Financial LLC

Investment Advisor
in Utica, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Michael Simonds is a financial advisor working in Utica, Michigan, with a total of 11 years in the industry. Simonds is currently employed by Lpl Financial LLC. Throughout their career, they have worked at Lpl Financial LLC and Cia Financial Group, Inc/Fka Cia Insurance And Financial Group. Simonds has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Michigan. Lpl Financial LLC is a firm based in Utica, Michigan. The investment advisory business has offices in 9,519 locations and a total of 23,035 financial advisors. It controls $208 billion in total assets across its 892,326 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 1,956 charitable organizations. Of its 892,326 customer accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the type of financial services offered. However, fee types billed by Lpl Financial LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

48593 Hayes
Utica, MI 48315

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management


MI Average: $646,059,043
Total Number of Employees


MI Average: 13
Total Number of Accounts


MI Average: 661
Average Account Size


MI Average: $977,396

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Simonds Work History

Michael has 11 years of experience.

2009 - Present (12 years)

Lpl Financial LLC

2009 - 2016 (7 years)

Cia Financial Group, Inc/Fka Cia Insurance And Financial Group


Michael Simonds has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Benjamin Giese
Altavista, VA
Brendan Rodden
Apex, NC
Alexandra Chiklakis
Fort Myers, FL
Steven Justice
San Diego, CA
Joseph Jimenez
Mckinney, TX
Craig Carper
Temecula, CA
Scott Sloan
New Orleans, LA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started